KPL-0556
WooCommerce Moneybird

Keep WooCommerce and Moneybird updated automatically.

Today you go through your WordPress admin into WooCommerce, open every order separately and copy the lines across. After each plugin or theme update you check all over again that nothing dropped out. This connector fixes that, and we build it on request: what happens in WooCommerce lands in Moneybird by itself, in the shape Moneybird expects. Tell us what you need and we agree exactly what should travel.

InvoicesContactsVAT
The problem

What this connector takes off your hands

  • Today you go through your WordPress admin into WooCommerce, open every order separately and copy the lines across. After each plugin or theme update you check all over again that nothing dropped out.

  • Today you type sales into Moneybird by hand, pick the right ledger account and VAT rate per line, and afterwards match the bank entry to the right invoice. One wrong account and your quarterly figures stop adding up.

What you get out of it

What WooCommerce to Moneybird saves you

  • Book every new WooCommerce order straight into Moneybird.
  • Book every refund in WooCommerce straight into Moneybird.
  • Book every new WooCommerce customer straight into Moneybird.
  • Book every stock change in WooCommerce straight into Moneybird.
The link

What travels across the link

Everything this connector moves between WooCommerce and Moneybird, and how often.

  1. Invoices

    to Moneybird automatically

    Every sale becomes an invoice in Moneybird with its own line items and the order number as reference, so you can trace it back without retyping.

  2. Contacts

    to Moneybird automatically

    The customer is recorded as a contact in Moneybird or reused by email, so no duplicate relation appears.

  3. VAT

    to Moneybird automatically

    The VAT rate is set per line, and foreign sales get the rate of the destination country, ready for your OSS return.

Both sides

What each side expects

WooCommerce and Moneybird do not describe the world the same way. This is what has to line up.

Moneybird

Moneybird wants to know, per invoice line, which ledger account and which VAT rate it falls under. A contact has to exist before an invoice can hang off it, and an invoice only counts as paid once a payment is linked to it.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link WooCommerce to Moneybird. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of WooCommerce. Moneybird wants to know, per invoice line, which ledger account and which VAT rate it falls under. A contact has to exist before an invoice can hang off it, and an invoice only counts as paid once a payment is linked to it.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • A WordPress site running WooCommerce where you are an administrator. In the WooCommerce settings you create a REST API key with read and write access.
  • A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.

Not sure how to get those keys? Step by step:

Where it runs

Inside your Shopify admin, as an app. You sign in through Shopify, no separate account.

We build this connector on request. Tell us what you need and we reply within 24 hours.

Common questions

Can you connect WooCommerce to Moneybird?

Yes. Schakel connects through the official APIs of WooCommerce and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.

Which VAT rate do my sales get in Moneybird?

The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.

Are commission and fees booked separately in Moneybird?

Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.

What happens on a refund or partial cancellation in WooCommerce?

It comes across, so Moneybird matches what was actually settled and you correct nothing by hand.

What does connecting WooCommerce and Moneybird cost?

You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.

How often does WooCommerce sync with Moneybird?

That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.

What happens to a return or refund in Moneybird?

A return becomes a credit invoice in Moneybird for the amount actually refunded, not for the whole order, so nothing needs correcting afterwards.

What if WooCommerce or Moneybird is briefly unavailable?

Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.

Missing something you need?

Tell us what WooCommerce and Moneybird should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.